Client Service Investment Analyst

ROGER I. McNAMARA, MBA, CFA

Vintage at Silverdale

**** ** ** ******* ***

Apt E206

Silverdale, WA 98383

*** – 213 – 2364

******@*********.***

Qualifications

-Provided investment analysis to retirement plan sponsors and participants

-Added to client communication by written reports and personal meetings

-Consistently delivered above market returns on risk adjusted basis

-Rationalized fixed income investment portfolios

-Contributed $150M and $600M to annual Pre-Tax earnings

-Retained clients

Profile

Ability to improve operations, impact business growth and enhance profits

Well qualified and resourceful financial professional with extensive experience. Personable and self motivated with a proven track record in portfolio implementation and client service.

Areas of Strength

* Clear Communication Skills * Planning and Scheduling * Client Service * Leadership * Team Player * Patience * Financial Management * Computer Literate

Professional Work Experience

Dallas Express (On Line Newspaper) www.dallasexpress.com 06/2021 - Present

Primary Responsibilities/Achievements

-Contributor to the Sports Page

-Numerous articles published on a variety of topics and teams from Texas

-Teams range from High School to Professional

-Topics include Baseball, Women’s Basketball, Football

Midwest Investment Management, LLC Cleveland, Ohio 5/2009 – 5/2013

Investment Analyst

Primary Responsibilities/Achievements

-upgrade the quality and efficiency of Excel files designed to identify most promising individual stock selection opportunities

-contribute written reports to Investment Committee leading to Buy-Sell-Hold decisions in client accounts

-provide written summaries of investment decisions to marketing staff

-contribute to Quarterly written client communication newsletter

Roger I. McNamara

Professional Resume – Pg 2

CBIZ Financial Solutions Independence, Ohio 8/2004 – 12/2008

Investment Analyst

Primary Responsibilities

-research, analysis, and written reports on publicly traded companies

-recommendations on Buy-Sell-Hold in managed portfolios

-research, analysis and written reports on mutual funds/separate accounts in employer sponsored Defined Contribution Plans

-recommendations on Buy-Sell-Hold in participant retirement accounts

-written communication to plan sponsors and participants

-personal meetings with plan sponsors and participants

-daily financial market summaries and updates provided to marketing staff

AFA Financial, Inc Independence, Ohio 6/1990 – 8/1996

Senior VP Director of Investments

Primary Responsibilities

-research, analysis, and written reports on publicly traded companies

-recommendations on Buy-Sell-Hold in managed portfolios

-direct portfolio management

-monthly market newsletter report to clients

- other client service

Academic/Professional Licensure

Cleveland State University Cleveland, Ohio Graduate

BBA Finance

New York University New York, New York Graduate

MBA Finance

Cleveland State University Cleveland, Ohio 1983 – 1996

Part Time Instructor, Finance and Economics

John Carroll University University Hts., Ohio 1992 – 1996

Part Time Instructor, Finance and Economics

Chartered Financial Analyst, 1986

NASD Series 7, 31, 66; Life, Health, Variable Annuity

Twice interviewed and published in The Wall Street Transcript

Investment-Business Writer at SeekingAlpha.com

Contact this candidate